Top 50 Adams Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 11.87% | 2.11M | $54.1M | -0.32%(-6.86K) | $15.04(+95.51%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.98% | 41.7K | $27.2M | +1.12%(+463) | $437.50(+71.07%) | 2026-03-31 | |
| EWY | ISHARES INC | 3.9% | 144.2K | $17.7M | -11.77%(-19.24K) | $76.25(+136.24%) | 2026-03-31 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 3.33% | 92.6K | $15.2M | -2.77%(-2.64K) | $152.05(+21.12%) | 2026-03-31 | |
| EUAD | SPINNAKER ETF SERIES | 3% | 334.8K | $13.6M | -6.62%(-23.75K) | $29.67(+49.50%) | 2026-03-31 | |
| VNM | VANECK ETF TRUST | 2.98% | 783.9K | $13.6M | +5.99%(+44.31K) | $17.26(+7.11%) | 2026-03-31 | |
| ICVT | ISHARES TR | 2.96% | 132.6K | $13.5M | +0.43%(+571) | $74.38(+57.88%) | 2026-03-31 | |
| CLOA | BLACKROCK ETF TRUST II | 2.22% | 195.4K | $10.1M | +1.06%(+2.04K) | $51.19(+1.12%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.09% | 15.9K | $9.5M | -1.76%(-284) | $370.61(+84.79%) | 2026-03-31 | |
| SMBS | SCHWAB STRATEGIC TR | 1.96% | 349.7K | $8.9M | -1.44%(-5.11K) | $25.19(+0.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.43% | +53.81% |
| Top 20 Holdings Unweighted | +13.91% | +47.81% |
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